+67.6%
UBER vs DIA
+133.0%
-65.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +1.6% | +2.1% | -0.5% | -0.9% |
| 30D | +0.6% | +1.5% | -0.9% | -1.2% |
| 3M | -8.2% | -2.4% | -5.7% | -5.5% |
| 6M | -6.7% | +6.0% | -12.7% | -13.2% |
| YTD | -14.7% | +10.1% | -24.8% | -24.4% |
| 1Y | -24.1% | +11.8% | -35.9% | -34.0% |
| 3Y | +33.4% | +59.7% | -26.3% | -25.3% |
| 5Y | +54.5% | +57.9% | -3.4% | -10.2% |
| All | +67.6% | +133.0% | -65.3% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DIA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling